• Our U.S. Equity Capabilities

U.S. Equity






Grant A.M. Stahl, CFA

Senior Vice-President & Lead, U.S. Equity

Equity Strategy: U.S. Equity and Global Equity

Career began: 1986
At Greystone: 1990

Previous experience:
Investment Advisor, RBC Dominion Securities

Education:
B.Comm., University of Saskatchewan; Chartered Financial Analyst

Location: Regina

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As a cohesive team, we construct and maintain a concentrated portfolio of sustainably growing businesses, using a thoughtfully structured process to deliver long-term value to our clients.

Grant Stahl
Senior Vice-President & Lead, U.S. Equity


Why Greystone

Greystone’s cohesive public equities team constructs and maintains a concentrated portfolio of sustainably growing businesses, using a thoughtfully structured process to deliver long-term value for our clients. Using a proprietary blend of quantitative screening, fundamental business analysis and team-based portfolio decision-making, Greystone has earned appealing returns for our U.S. equity clients while carefully managing risk. Two variants of our process are available for clients to use depending on their investment objectives and risk appetites: our growth-oriented U.S. Equity Fund and our income-oriented U.S. Income & Growth Fund.

Basis Point®

Quarterly performance information and an easy-to-understand explanation of the factors influencing investment returns.

Philosophy

Long-term Performance

Superior long-term earnings produce superior long-term performance.

Selecting Sustainable Companies

Selecting companies with sustainable long-term earnings growth prospects, not fully recognized in the market, captures this outperformance.

Concentrated Portfolios

Concentrated portfolios, suitably diversified, deliver the most impact.

Process

Our public equities team utilizes a bottom-up equity selection process using quantitative screening and fundamental qualitative analysis to create and manage a concentrated portfolio of companies with sustainable long-term earnings growth prospects not fully recognized in the market. The result is a focused portfolio of stocks that meet our criteria for long-term sustainable growth.

 

Looking for a Multi-asset Class Solution Investment Partner? inquiries@greystone.ca

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